MIM

Marco Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 22.28%
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.43M
3
+$2.1M
4
UPS icon
United Parcel Service
UPS
+$2.03M
5
EPD icon
Enterprise Products Partners
EPD
+$2M

Top Sells

1
+$3.57M
2
+$3.23M
3
+$1.51M
4
PARA
Paramount Global Class B
PARA
+$1.39M
5
AKAM icon
Akamai
AKAM
+$1.27M

Sector Composition

1 Technology 17.36%
2 Healthcare 17.03%
3 Financials 12.94%
4 Industrials 12.02%
5 Consumer Staples 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$682K 0.12%
16,100
127
$671K 0.12%
+1,400
128
$573K 0.1%
5,162
129
$570K 0.1%
+30,000
130
$553K 0.1%
1,683
-93
131
$537K 0.09%
17,125
+920
132
$504K 0.09%
10,254
133
$499K 0.09%
18,000
134
$490K 0.09%
2,400
135
$484K 0.08%
13,340
-6,557
136
$477K 0.08%
6,300
137
$463K 0.08%
4,426
138
$438K 0.08%
7,230
-370
139
$433K 0.08%
4,214
140
$433K 0.08%
2,779
-73
141
$430K 0.08%
11,140
142
$422K 0.07%
8,500
+500
143
$400K 0.07%
26,663
144
$392K 0.07%
3,200
145
$390K 0.07%
8,725
146
$389K 0.07%
3,284
147
$389K 0.07%
12,919
148
$381K 0.07%
9,500
149
$366K 0.06%
4,855
-6,415
150
$348K 0.06%
6,780
4 5
6
7 8